"MANAGING YOUR WEALTH FOR LIFE"

Live / Registered — Registered and renewed (as of 18 Jan 2024)

What this means for you

Registered since 25 Oct 2011. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 25 Oct 2021).

Record

Serial number
85129650
Registration number
4046676
Mark type
Stylized text
Filed
14 Sept 2010
Published for opposition
08 Feb 2011
Registered
25 Oct 2011
Next maintenance due
25 Oct 2021
Attorney of record
Michael J. Thorner

Goods and services

  • Class 036 — Insurance and financial services: Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management

Owner

Prosecution history

  • 18 Jan 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 18 Jan 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 18 Jan 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 12 Jan 2024 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 09 Jan 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 09 Jan 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 09 Jan 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 20 Sept 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 08 Aug 2023 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
  • 13 Jun 2023 — REINSTATED
  • 12 Jun 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Jun 2023 — PETITION TO DIRECTOR GRANTED
  • 26 Apr 2023 — TEAS RESPONSE TO PETITION INQUIRY LETTER
  • 26 Apr 2023 — PETITION INQUIRY LETTER ISSUED
  • 24 Apr 2023 — TEAS RESPONSE TO PETITION INQUIRY LETTER

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